Our robust householding feature allows advisors to model complex relationships including referrals, family relationships, related parties, companies, and advisor-defined groups. To provide added flexibility, we support both hierarchical and ad hoc groupings such as associations or professional affiliations.
Householding can assign an unlimited number of parent-child and arbitrary relationships for a contact, such as those between spouses, joint account owners, a customer and accountant, and more. What’s more – it can support modeling one-to-one, one-to-many, many-to-many, and many-to-one relationships throughout the system.
This capability provides advisors with the ability to:
And that’s not all!
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